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Tel: 805-653-2769 Bill graduated from the United States Naval Academy in 1974. He served in the navy for 13 years as a search and rescue helicopter pilot. He began practicing as a financial planner in 1983, and attained the designation of CFP® practitioner in 1987. He specializes in retirement planning, growth, and income programs. Bill is a registered representative with LPL Financial, a registered broker/dealer, member FINRA/SIPC. He holds California Insurance License #06479369. Robert S. Harrell
Email: robert.harrell@lpl.com
Robert S Harrell joined Lifetime Planning in September of 2005 as an investment advisor representative. He started his career as a registered representative in 2002 after graduating from California State University Northridge in 2001. He received a Bachelor of Science degree in Administration and Economics with an emphasis in management. He attended the U.S. Space Academy in Huntsville, Alabama and was an exchange student to Japan during his junior year of high school. Robert specializes in solving financial problems for his clients and helping them plan to work towards their lifetime financial goals such as sending children to college or achieving financial independence prior to normal retirement age. He accepts new clients if they have $100,000 or more in investment capital or if they are related to or referred by his current clients. Robert is a registered principal with LPL Financial, a registered broker/dealer, member FINRA/SIPC. He holds California Insurance License #0D87320. |